See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,310 | $77,145+92.2% | $108,410+36.8% | $85,850+72.8% |
| Participation rate | 87.5% | 74.7%+12.8pp | 80.1%+7.4pp | 69.3%+18.2pp |
| Annual return | 20.88% | 44.54%-23.7pp | 905.27%-884.4pp | 318.53%-297.7pp |
| Employer contribution / active EE | $826 | $2,379-65.3% | $3,558-76.8% | $2,565-67.8% |
| Participant deferral / active EE | $4,210 | $5,566-24.4% | $6,563-35.8% | $3,952+6.5% |
| Admin fee / account holder | $7,024 | $5,172+35.8% | $7,295-3.7% | $6,260+12.2% |